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818 Jimmy Buffett Memorial Highway Suite 100, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
Branch Locations
818 Jimmy Buffett Memorial Highway Suite 100, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jacksonville | FL | 09/2021 | 10/2023 |
| Clean Water Compliance | St Augustine | FL | 01/2018 | 09/2021 |
| Enterprise Holdings | Jacksonville | FL | 01/2014 | 12/2017 |
| Fl Prep Lacrosse Events Llc (Bolles Bombers Summer Lacrosse) | Jacksonville | FL | 05/2022 | Present |
| Fortress Wealth Planning | Ponte Vedra Beach | FL | 10/2023 | 12/2025 |
| Ponte Vedra Wealth | Ponte Vedra | FL | 01/2026 | Present |
(1)Name of Business: FLORIDA PREP LACROSSE EVENTS LLC (Bolles Bombers Summer Lacrosse) Address: 4700 San Jose Blvd, Jacksonville, FL, 32217, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/23/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Middle school lacrosse coach (summer league) (2)Name of Business: The Bolles School Address: 2264 Bartram Rd, Jacksonville , FL, 32202, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fall season Lacrosse coach - Bolles middle school (3)Name of Business: The Bolles School Address: 2264 Bartram Rd, Jacksonville, FL, 32202, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 02/07/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Middle School Lacrosse coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-03 |
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